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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,283 | $60,442-83.0% | $96,754-89.4% | $87,485-88.2% |
| Participation rate | 0.0% | 58.7%-58.7pp | 70.3%-70.3pp | 68.9%-68.9pp |
| Annual return | 9.54% | 21.97%-12.4pp | 82.04%-72.5pp | 26.06%-16.5pp |
| Employer contribution / active EE | $1,786 | $1,691+5.6% | $2,679-33.4% | $2,596-31.2% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $5,069-100.0% | $8,905-100.0% | $7,775-100.0% |